First Asset fund morphs into an ETF
CanBanc Corp. closed-end fund now is available to investors on the Toronto Stock Exchange as an exchange-traded fund (ETF). Toronto-based First Asset Management Inc. announced…
CanBanc Corp. closed-end fund now is available to investors on the Toronto Stock Exchange as an exchange-traded fund (ETF). Toronto-based First Asset Management Inc. announced…
Toronto-based Dynamic Funds has launched Dynamic Global All-Terrain Fund and Dynamic Global Infrastructure Class Fund. Dynamic Global All-Terrain Fund, managed by Myles Zyblock, portfolio manager…
Toronto-based AGF Investments Inc. has launched AGF Flex Asset Allocation Fund. This fund invests mainly in equities, fixed-income, commodities, property and infrastructure through exchange-traded funds…
Vancouver-based PenderFund Capital Management Ltd. now is the portfolio manager for Pender Corporate Bond Fund and Pender Canadian Equity Fund. These funds previously were subadvised…
You should spend less time picking themes, regions and sectors
A big factor is the anticipated increase in U.S. interest rates
PTFs, which target investors who work with fee-based advisors, have much lower costs than Series F funds
The province will follow in the footsteps of Nova Scotia, where the CEDIF model has been successful
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
MSCI and Morningstar also will increase the information they share regarding the environmental impact of funds and stocks
New CSA study finds that very few issuers have adopted policies aimed at having women on their boards or in executive ranks
Industrial Alliance adds 30 advisors and $700 million in AUA to its securities-dealer subsidiary
MFDA calls for an end to falsified signatures
When a firm changes its name and logo, much is at stake. A rebranding requires buy-in from stakeholders
Investor outlooks don't match their portfolios
Digitally delivered financial advice is already making inroads into the advisory business, with much more to come. Younger, less affluent clients are the main users…
International study finds that clients increasingly are looking for seamless financial advice and products
Many of the concerns relate to differences in how mutual funds and ETFs are traded and priced
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to…
The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out…
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
Estate executors now will be required to file a new form estimating the value of an estate - with supporting documention. Failure to file or…
The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be…
Partly in response to the U.S.'s FATCA initiative to collect taxes from its citizens who live abroad, 60 other countries, including Canada, have signed on…
Often viewed as a simple savings account, tax-free savings accounts have new, higher limits and cumulative contribution room. But taxpayers who pile up large sums…
New rules proposed for proceeds from the sale of shares and real estate to be donated to charities
With most regions still fighting deficits and facing murky economic forecasts, provincial governments have imposed only minor increases in taxes - or none at all
Tax professionals recommend that clients make maximum contributions to their TFSAs- by making withdrawals from RRSP or RRIF assets if no other funding is available.…
Many financial advocates applaud lower mandatory withdrawals, and some want them abolished altogether. But government depends upon the annual tax revenue
Ontario committee gets an earful on imposing standards
Mortgage life insurance is the source of many complaints
Robo-advisors’ KYC process must amount to meaningful discussion
Elaborate freeway flyovers and LEED-certified schools will not solve Alberta's operating deficit
THE NOVA SCOTIA GOVERNMENT is loosening its purse strings. In an effort to reduce red tape, streamline services to business and enhance efficiency, Business Minister…
The shrinking availability of affordable rental housing is taking its toll on renters
If a referendum were held tomorrow, Canadians would probably vote to abolish the Senate
Editorial
What term premiums don't reveal, and what you can do about it
Non-bank mutual fund firms have it tough against the big banks, but investment opportunities exist
